Super Micro Computer: Golden Opportunity For Long Term Investors
Despite weak Q3 results and slowing revenue growth, I maintain my buy rating on SMCI due to its strong long-term AI positioning. The company resolved its accounting investigation, avoided delisting, and is strengthening governance, reducing a major overhang on the stock. Short-term guidance remains weak, but robust cash flow is promising and AI product leadership suggests future growth potential.
Super Micro Computer: The Hidden Winner of Soaring Copper Tariffs
The latest round of tariff implementations from the United States has landed on metals, this time centered on copper. As a reaction to a 50% tariff on copper trade with the United States, the open market price of the metal shot up by over 10% in a single day.
SMCI vs. VRT: Which Stock Has an Edge in the Liquid Cooling Space?
VRT and SMCI race to lead AI-driven liquid cooling, but diverging earnings paths may reveal the stronger play.
Super Micro: Short Squeeze Potential
Super Micro is poised for rapid sales and profit growth, fueled by surging data center demand and a $20B DataVolt deal. The stock's high short interest (18%) creates significant short squeeze potential, especially if upcoming earnings exceed expectations. Super Micro is undervalued versus AI and server peers, with a 46% upside if re-rated to a 25x forward P/E multiple.
Wall Street sets SMCI stock price for the next 12 months
While Super Micro Computer (NASDAQ: SMCI) has experienced an impressive run this year, surging 67.59% to close at $50.36 in the last trading session, Wall Street analysts remain cautious about the company's near-term prospects.
Super Micro Computer: A Buy For Risk-Tolerant Investors Eyeing AI Growth
Supermicro is a buy for investors willing to speculate, as it overcomes past accounting issues and capitalizes on robust AI infrastructure demand from hyperscalers and enterprises. Despite a Q3 revenue miss due to delayed AI platform adoption, AI GPU solutions still drive over 70% of revenues, signaling strong market appeal. Upcoming quarters should benefit from Nvidia ramping up shipments of new Blackwell GPUs, supporting future topline growth.
Banking giant predicts almost 30% drop for this AI darling
BofA Securities has resumed coverage on Super Micro Computer (NASDAQ: SMCI) with an ‘Underperform' rating and set a $35 price target, representing roughly 28.5% downside from current levels.
Super Micro Computer Stock's Rally May Well Continue In The Future
Super Micro Computer's stock surged nearly 70% since April, fueled by AI enthusiasm and easing trade tensions, despite recent earnings misses and margin compression. Recent quarters showed strong year-over-year revenue growth but declining profit margins and EPS, mainly due to inventory issues and delayed customer orders. Upside potential remains due to AI demand, new product launches, and insider ownership, though insider selling and inventory risks warrant caution.
Super Micro plans to ramp up manufacturing in Europe to capitalize on AI demand
Super Micro CEO Charles Liang told CNBC the company has plans to increase investment in Europe. Liang said that "demand [in] Europe is growing very fast.
Super Micro Computer (SMCI) Sees a More Significant Dip Than Broader Market: Some Facts to Know
The latest trading day saw Super Micro Computer (SMCI) settling at $47.11, representing a -2.99% change from its previous close.
Super Micro Computer: Path To $100
The amazing fact is that SMCI's current extremely modest price/sales ratio of around 1.3 is by far behind P/S ratios of pure value plays like Pfizer and Home Depot. My DCF analysis suggests intrinsic value near $100, indicating significant upside potential. SMCI's aggressive revenue growth, strong AI tailwinds, and deep partnerships with Nvidia, AMD, and Intel reinforce its competitive edge.
Super Micro Stock To $100?
Super Micro Computer stock (NASDAQ: SMCI) has experienced a remarkable performance, increasing by nearly 10x over the last three years from approximately $5 per share in June 2022 to about $47 currently, fueled by a surge in demand for server systems driven by the generative artificial intelligence movement. While the stock faced a significant selloff in 2024 – enduring a drawdown of up to 80% at one stage – due to regulatory worries and allegations from short-seller Hindenburg Research regarding accounting discrepancies, there are indications that the markets are lifting the governance-related discounts on the stock.
